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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $41,523 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,977 | $65,376+190.6% | $87,104+118.1% | $65,185+191.4% |
| Participation rate | 92.9% | 75.3%+17.6pp | 76.9%+16.0pp | 70.2%+22.7pp |
| Annual return | 17.58% | 31.27%-13.7pp | 28.19%-10.6pp | 29.38%-11.8pp |
| Employer contribution / active EE | $8,035 | $1,822+340.9% | $2,521+218.7% | $2,177+269.1% |
| Participant deferral / active EE | $4,171 | $3,388+23.1% | $4,048+3.0% | $3,514+18.7% |
| Admin fee / account holder | $241 | $520-53.6% | $7,491-96.8% | $847-71.5% |